Geneos Wealth Management Inc. Two Rds Shared Tr Anfield Dyna Put Options Transaction History

Geneos Wealth Management Inc.

$2.88 Billion
Q1 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding ADFI

# of Institutions

16

Shares Held

6.32M

Call Options Held

0

Put Options Held

0

Foundations Investment Advisors, LLC

5.37M
Shares

$45.7 Million
0.9% of portfolio
Anfield Capital Management, LLC Newport Beach, CA

227K
Shares

$1.93 Million
0.75% of portfolio
Slt Holdings LLC Scottsdale, AZ

199K
Shares

$1.69 Million
1.59% of portfolio
Geo Wealth Management, LLC Chicago, IL

190K
Shares

$1.62 Million
0.07% of portfolio
Advisor Net Financial, Inc

76.6K
Shares

$651,346
0.05% of portfolio

About TWO RDS SHARED TR ANFIELD DYNA

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